See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,671 | $86,699-77.3% | $73,307-73.2% | $125,391-84.3% |
| Participation rate | 90.9% | 78.6%+12.3pp | 74.9%+16.0pp | 83.2%+7.7pp |
| Annual return | -4.03% | 2.78%-6.8pp | 5.67%-9.7pp | 282.22%-286.3pp |
| Employer contribution / active EE | $2,708 | $4,152-34.8% | $3,237-16.4% | $4,866-44.4% |
| Participant deferral / active EE | $5,235 | $5,550-5.7% | $4,991+4.9% | $5,352-2.2% |
| Admin fee / account holder | $1 | $7,771-100.0% | $5,637-100.0% | $9,540-100.0% |